Bridge City Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Addus Homecare Corp | 31,139 | 76,914 | +45,775 | 3,344,017 | 7,202,996 | 2.00% | +3,858,979 |
| Sterling Infrastructure Inc(STRL) | 26,170 | 27,881 | +1,711 | 8,014,039 | 11,355,095 | 3.15% | +3,341,056 |
| TG Therapeutics Inc(TGTX) | 0 | 90,634 | +90,634 | 0 | 3,010,861 | 0.83% | +3,010,861 |
| Ultra Clean Holdings Inc(UCTT) | 81,117 | 81,226 | +109 | 2,054,694 | 5,050,633 | 1.40% | +2,995,939 |
| Onto Innovation Inc(ONTO) | 42,405 | 45,140 | +2,735 | 6,694,053 | 9,256,860 | 2.57% | +2,562,807 |
| A10 Networks Inc | 379,342 | 400,683 | +21,341 | 6,710,560 | 9,263,791 | 2.57% | +2,553,231 |
| Kulicke & Soffa Industries Inc(KLIC) | 82,928 | 94,284 | +11,356 | 3,778,200 | 6,196,344 | 1.72% | +2,418,144 |
| Diodes Inc(DIOD) | 116,332 | 117,734 | +1,402 | 5,739,821 | 8,036,523 | 2.23% | +2,296,702 |
| Lemaitre Vascular Inc(LMAT) | 66,623 | 70,390 | +3,767 | 5,403,125 | 7,684,476 | 2.13% | +2,281,351 |
| Siteone Landscape Supply Inc(SITE) | 26,803 | 41,668 | +14,865 | 3,338,582 | 5,546,427 | 1.54% | +2,207,845 |
| RBC Bearings Inc(RBC) | 17,337 | 18,210 | +873 | 7,774,431 | 9,890,215 | 2.74% | +2,115,784 |
| MYR Group Inc(MYRG) | 0 | 7,204 | +7,204 | 0 | 2,033,833 | 0.56% | +2,033,833 |
| Power Solutions Intl Inc | 0 | 32,793 | +32,793 | 0 | 1,996,438 | 0.55% | +1,996,438 |
| Modine Manufacturing Co(MOD) | 42,469 | 34,638 | -7,831 | 5,670,036 | 7,506,401 | 2.08% | +1,836,365 |
| Vericel Corp(VCEL) | 0 | 54,575 | +54,575 | 0 | 1,755,678 | 0.49% | +1,755,678 |
| Armstrong World Industries Inc(AWI) | 0 | 10,585 | +10,585 | 0 | 1,744,408 | 0.48% | +1,744,408 |
| Pacira Biosciences Inc(PCRX) | 285,493 | 402,765 | +117,272 | 7,388,559 | 9,102,489 | 2.52% | +1,713,930 |
| Pennant Group Inc | 9,871 | 60,908 | +51,037 | 277,869 | 1,856,476 | 0.51% | +1,578,607 |
| Select Water Solutions Inc(WTTR) | 328,234 | 323,422 | -4,812 | 3,453,022 | 4,948,357 | 1.37% | +1,495,335 |
| Ensign Group Inc(ENSG) | 60,279 | 59,139 | -1,140 | 10,500,602 | 11,916,509 | 3.30% | +1,415,907 |
| CRA Intl Inc(CRAI) | 21,235 | 33,811 | +12,576 | 4,261,758 | 5,473,325 | 1.52% | +1,211,567 |
| Corcept Therapeutics Inc(CORT) | 29,535 | 54,874 | +25,339 | 1,027,818 | 2,211,971 | 0.61% | +1,184,153 |
| Century Communities Inc(CCS) | 79,131 | 100,398 | +21,267 | 4,696,425 | 5,760,837 | 1.60% | +1,064,412 |
| Hawkins Inc(HWKN) | 12,354 | 17,520 | +5,166 | 1,755,009 | 2,691,072 | 0.75% | +936,063 |
| Liveramp Holdings Inc(RAMP) | 60,766 | 99,784 | +39,018 | 1,784,697 | 2,646,272 | 0.73% | +861,575 |
| Grand Canyon Ed Inc(LOPE) | 13,160 | 17,591 | +4,431 | 2,188,640 | 2,990,998 | 0.83% | +802,358 |
| Cognex Corp(CGNX) | 51,294 | 50,963 | -331 | 1,845,558 | 2,496,677 | 0.69% | +651,119 |
| OSI Systems Inc(OSIS) | 21,221 | 22,582 | +1,361 | 5,412,628 | 5,995,747 | 1.66% | +583,119 |
| Donnelley Financial Solutions(DFIN) | 57,333 | 68,461 | +11,128 | 2,676,878 | 3,227,252 | 0.89% | +550,374 |
| Glacier Bancorp Inc(GBCI) | 155,077 | 165,163 | +10,086 | 6,831,142 | 7,377,831 | 2.04% | +546,689 |
| Badger Meter Inc | 31,493 | 39,554 | +8,061 | 5,492,694 | 6,026,052 | 1.67% | +533,358 |
| Landstar Systems Inc(LSTR) | 23,097 | 23,518 | +421 | 3,319,039 | 3,770,171 | 1.04% | +451,132 |
| Fabrinet(FN) | 6,798 | 6,748 | -50 | 3,094,993 | 3,519,217 | 0.98% | +424,224 |
| Conmed Corp(CNMD) | 35,509 | 51,617 | +16,108 | 1,441,665 | 1,825,177 | 0.51% | +383,512 |
| PDF Solutions Inc(PDFS) | 102,324 | 100,771 | -1,553 | 2,919,304 | 3,296,219 | 0.91% | +376,915 |
| RPC Inc(RES) | 235,512 | 233,907 | -1,605 | 1,281,185 | 1,656,062 | 0.46% | +374,877 |
| Innovex International Inc(INVX) | 169,540 | 167,183 | -2,357 | 3,707,840 | 4,077,593 | 1.13% | +369,753 |
| National Healthcare Corp(NHC) | 16,321 | 16,194 | -127 | 2,237,446 | 2,586,182 | 0.72% | +348,736 |
| J & J Snack Foods Corp(JJSF) | 23,180 | 30,538 | +7,358 | 2,094,777 | 2,420,747 | 0.67% | +325,970 |
| inTEST Corp | 59,286 | 56,068 | -3,218 | 442,866 | 765,328 | 0.21% | +322,462 |
| Getty Realty Corp(GTY) | 70,624 | 70,107 | -517 | 1,932,979 | 2,229,403 | 0.62% | +296,424 |
| Amphastar Pharmaceuticals Inc(AMPH) | 235,485 | 335,105 | +99,620 | 6,306,288 | 6,564,707 | 1.82% | +258,419 |
| NVE Corp | 41,917 | 41,245 | -672 | 2,486,936 | 2,701,548 | 0.75% | +214,612 |
| ACI Worldwide Inc | 114,330 | 138,419 | +24,089 | 5,466,117 | 5,676,563 | 1.57% | +210,446 |
| Eton Pharmaceuticals Inc(ETON) | 18,600 | 21,150 | +2,550 | 314,526 | 521,982 | 0.14% | +207,456 |
| Graham Corp(GHM) | 0 | 2,559 | +2,559 | 0 | 201,956 | 0.06% | +201,956 |
| Catalyst Pharmaceuticals Inc(CPRX) | 156,683 | 155,689 | -994 | 3,656,981 | 3,854,860 | 1.07% | +197,879 |
| Albany Intl Corp | 65,241 | 66,325 | +1,084 | 3,307,719 | 3,462,828 | 0.96% | +155,109 |
| Insteel Industries Inc | 95,978 | 94,613 | -1,365 | 3,039,623 | 3,179,943 | 0.88% | +140,320 |
| Consensus Cloud Solutions Inc | 78,827 | 77,810 | -1,017 | 1,720,005 | 1,847,209 | 0.51% | +127,204 |
| Krystal Biotech Inc(KRYS) | 12,135 | 12,045 | -90 | 2,991,763 | 3,111,464 | 0.86% | +119,701 |
| Macom Tech Solutions Holdings(MTSI) | 36,155 | 28,404 | -7,751 | 6,192,628 | 6,307,676 | 1.75% | +115,048 |
| Matrix Service Co | 21,979 | 31,000 | +9,021 | 257,154 | 355,880 | 0.10% | +98,726 |
| Shake Shack Inc(SHAK) | 14,638 | 14,528 | -110 | 1,188,166 | 1,285,292 | 0.36% | +97,126 |
| Cactus Inc(WHD) | 68,334 | 67,929 | -405 | 3,121,497 | 3,217,797 | 0.89% | +96,300 |
| LTC Properties Inc(LTC) | 37,001 | 36,785 | -216 | 1,272,094 | 1,366,931 | 0.38% | +94,837 |
| Iradimed Corp(IRMD) | 70,854 | 72,573 | +1,719 | 6,892,677 | 6,985,877 | 1.94% | +93,200 |
| Supernus Pharmaceuticals(SUPN) | 63,801 | 62,923 | -878 | 3,170,910 | 3,252,490 | 0.90% | +81,580 |
| WesBanco Inc(WSBC) | 82,700 | 82,030 | -670 | 2,748,948 | 2,829,215 | 0.78% | +80,267 |
| UFP Technologies Inc(UFPT) | 16,923 | 19,758 | +2,835 | 3,757,414 | 3,825,149 | 1.06% | +67,735 |
| Utah Med Prods Inc | 6,884 | 7,291 | +407 | 385,229 | 451,969 | 0.13% | +66,740 |
| California Wtr Svc Group(CWT) | 38,576 | 38,292 | -284 | 1,671,498 | 1,736,159 | 0.48% | +64,661 |
| Maximus Inc(MMS) | 22,002 | 30,407 | +8,405 | 1,899,213 | 1,949,089 | 0.54% | +49,876 |
| Franklin Covey Co | 15,080 | 19,116 | +4,036 | 253,042 | 301,842 | 0.08% | +48,800 |
| Park Aerospace Corp | 36,719 | 30,309 | -6,410 | 783,583 | 829,860 | 0.23% | +46,277 |
| Wd 40 Co(WDFC) | 8,004 | 7,940 | -64 | 1,575,988 | 1,619,284 | 0.45% | +43,296 |
| Boise Cascade Co(BCC) | 17,836 | 17,681 | -155 | 1,312,730 | 1,341,104 | 0.37% | +28,374 |
| Hope Bancorp Inc(HOPE) | 164,483 | 163,593 | -890 | 1,802,734 | 1,827,334 | 0.51% | +24,600 |
| Ufp Industries Inc(UFPI) | 35,408 | 35,116 | -292 | 3,223,898 | 3,234,886 | 0.90% | +10,988 |
| Bankwell Financial Group Inc | 10,581 | 10,006 | -575 | 484,821 | 485,491 | 0.13% | +670 |
| Lakeland Financial Corp(LKFN) | 30,742 | 30,520 | -222 | 1,754,139 | 1,751,238 | 0.49% | -2,901 |
| Joint Corp | 25,979 | 24,569 | -1,410 | 226,537 | 217,436 | 0.06% | -9,101 |
| Liquidity Services Inc(LQDT) | 9,221 | 8,720 | -501 | 279,489 | 266,570 | 0.07% | -12,919 |
| Pediatrix Medical Group Inc(MD) | 149,948 | 148,868 | -1,080 | 3,207,388 | 3,184,287 | 0.88% | -23,101 |
| Bank of Marin Bancorp | 16,422 | 15,530 | -892 | 427,136 | 398,034 | 0.11% | -29,102 |
| Texas Roadhouse Inc(TXRH) | 15,199 | 15,085 | -114 | 2,523,034 | 2,491,137 | 0.69% | -31,897 |
| First Financial Bankshares Inc(FFIN) | 99,153 | 98,396 | -757 | 2,961,700 | 2,897,762 | 0.80% | -63,938 |
| Investors Title Co NC | 1,548 | 1,464 | -84 | 386,443 | 318,186 | 0.09% | -68,257 |
| Evertec Inc(EVTC) | 72,220 | 71,701 | -519 | 2,100,880 | 2,023,402 | 0.56% | -77,478 |
| Onespan Inc | 28,579 | 27,028 | -1,551 | 366,954 | 284,605 | 0.08% | -82,349 |
| Healthcare Services Group Inc(HCSG) | 143,381 | 142,605 | -776 | 2,741,445 | 2,645,323 | 0.73% | -96,122 |
| Electromed Inc | 13,786 | 13,038 | -748 | 401,448 | 305,220 | 0.08% | -96,228 |
| Franklin Electric Inc(FELE) | 26,718 | 26,521 | -197 | 2,552,371 | 2,444,441 | 0.68% | -107,930 |
| Barrett Business Services Inc | 69,982 | 82,951 | +12,969 | 2,534,048 | 2,420,510 | 0.67% | -113,538 |
| Plexus Corp(PLXS) | 15,228 | 10,367 | -4,861 | 2,238,516 | 2,099,732 | 0.58% | -138,784 |
| US Physical Therapy(USPH) | 52,850 | 53,161 | +311 | 4,127,057 | 3,984,949 | 1.10% | -142,108 |
| HealthStream Inc | 54,305 | 53,449 | -856 | 1,252,816 | 1,106,929 | 0.31% | -145,887 |
| Napco Security Technologies In(NSSC) | 59,438 | 58,610 | -828 | 2,478,565 | 2,308,648 | 0.64% | -169,917 |
| Exponent Inc(EXPO) | 41,435 | 41,292 | -143 | 2,878,075 | 2,694,303 | 0.75% | -183,772 |
| Quaker Houghton(KWR) | 17,646 | 17,531 | -115 | 2,422,972 | 2,177,876 | 0.60% | -245,096 |
| Pjt Partners Inc(PJT) | 8,717 | 8,648 | -69 | 1,457,482 | 1,208,299 | 0.33% | -249,183 |
| La-Z-Boy Inc(LZB) | 65,172 | 64,719 | -453 | 2,428,960 | 2,080,069 | 0.58% | -348,891 |
| iShares | 1,434 | 0 | -1,434 | 463,196 | 0 | — | -463,196 |
| Evercore Inc(EVR) | 10,832 | 10,763 | -69 | 3,685,588 | 3,212,863 | 0.89% | -472,725 |
| ePlus Inc(PLUS) | 64,078 | 68,323 | +4,245 | 5,619,641 | 5,141,306 | 1.42% | -478,335 |
| Dorman Prods Inc(DORM) | 43,949 | 46,847 | +2,898 | 5,414,077 | 4,888,953 | 1.35% | -525,124 |
| Yeti Holdings Inc(YETI) | 70,409 | 69,784 | -625 | 3,109,966 | 2,553,397 | 0.71% | -556,569 |
| Ollies Bargain Outlet Holdings(OLLI) | 30,696 | 30,494 | -202 | 3,364,589 | 2,806,668 | 0.78% | -557,921 |
| Vishay Precision Group Inc(VPG) | 79,887 | 57,740 | -22,147 | 3,075,650 | 2,507,071 | 0.69% | -568,579 |
| Blackline Inc(BL) | 30,996 | 30,799 | -197 | 1,713,769 | 1,139,563 | 0.32% | -574,206 |